Future Branches 2018

December 03 - 05, 2018

Hilton Auston, TX

1 (888) 482.6012

Speakers

Our Speakers

2017 Speakers

Dena Roten
Dena Roten
Managing Director, Retail Banking
Citibank
Dena is the Managing Director of Citi’s U.S. Retail Bank Branch Channel. Her team of 5600 employees serves 4.5 million consumer and small business customers with $142 billion in deposit and loan balances. She is the driving force behind Citi’s US Branch Transformation strategy which includes responsibility for digital enablement, retail sales, service and operational process design, retail policies and procedures, staffing strategy, and organizational culture. Prior to joining Citibank in 2012, Dena spent 25 years with Bank of America, where she served in a variety of Consumer sales, distribution, and operations leadership roles.
Daniel Hoke
Daniel Hoke
Senior Vice President, Strategic Planning Manager, Community Banking & Branch Delivery
US Bank
Dan is the Strategic Planning Manager for Community Banking and Branch Delivery which includes capital planning and strategic initiatives for business banking, wealth management, and branch and ATM transformation. Prior to strategic planning, Dan worked extensively across the retail bank. His experience includes roles in line management, operations management, retail site development, small business, and architect of U.S. Bank’s On-Site banking program which grew into the nation’s largest branch network of campus branch locations and campus card services. Dan Hoke has 24 years of banking experience, including working for the legacy Norwest Corporation and the most recent 21 years with U.S. Bank and its predecessor, First Bank System. Dan earned his undergraduate degree in mathematics from South Dakota State University in Brookings, S.D. and his master’s degree in business from the Opus College of Business at the University of St. Thomas in St. Paul, MN. He is a graduate and past faculty member at the Consumer Bankers Association’s Graduate School for Executive Bank Management. Dan serves on the Consumer Bankers Association’s Small Business Committee. At U.S. Bank he is the senior management advisor to the People with Disabilities Business Resource Group. In his community Dan is a proud advocate of the Navy Seal Foundation and has been a volunteer coach over 15 years for boys and girls youth sports. He also serves as a mentor to students in the University of St. Thomas alumni mentoring program.
Ethan  Wingfield
Ethan Wingfield
Sr. Director, Retail Banking
Capital One
Andres Cueto
Andres Cueto
SVP, Director of ATM Channel and Branch Strategy & Design
BBVA Compass
Andres joined BBVA Compass in 2010, and is SVP and Director of New Distribution Models. Andrés’ responsibilities include leading the Open Platform and the Strategic Alliance initiatives. In those capacities, he is tasked with partnering with fintech companies and incorporating their innovation into the bank’s services and products. He is also charged with connecting to the innovation community of developers and entrepreneurs, in order to form an ecosystem where partnerships and ideas about the future of banking can flourish. Andrés also leads key Business Innovation projects such as voice-assisted virtual assistant for mobile banking and tablet-based consumer banking sales tools. Prior to joining the bank, Andrés had successful career in architecture and real estate development. In 2013 he was he was recognized as one of Houston’s top "40 under 40" professionals by the Houston Business Journal for his work at BBVA Compass and his involvement in the Houston community. - See more at: http://netfinance.wbresearch.com/Speakerinfo.Aspx?tp_spkid=138381&eventid=9400#sthash.q7aw3ZMv.dpuf
Patrick Myron
Patrick Myron
SVP, Retail Network Strategy & Sales Analytics
Rockland Trust Company
Patrick Myron is currently the Senior Vice President of Retail Network Strategy and Sales Analytics at Rockland Trust in Boston, MA.   Previously, Patrick spent 11 years at Fifth Third Bank where he was responsible for branch distribution and their branch of the future.  At Rockland Trust, Patrick is responsible for optimizing the Retail Network as well as defining the future strategy of the branch.  Patrick has over 20 year’s experience in Distribution Planning and Sales Analytics and has spoken throughout the industry on branch transformation, branch of the future and distribution planning. 
James  Lee
James Lee
Director of Retail Business Services
Comerica Bank
James Lee is the Director of Retail Business Services at Comerica Bank, where he is responsible for managing the delivery capabilities for the branch and self and assisted-service channels (which includes ATMs and ITMs). He leads the design and implementation of end-to-end process and technology solutions that support customer experience, operational risk, and efficiency objectives for the Retail Bank. At Comerica, James drives thought leadership for innovation and future state business capabilities, including the “branch of the future” and other strategic initiatives to digitally enable customer experiences in the Retail channels. He is currently managing the exploration of new branch operating models that are designed to drive efficiency and improve risk profile while enhancing revenue generation. In addition, James is responsible for strategic planning, operational process improvements, and technology support for the consumer lending activities.
Simon Griffiths
Simon Griffiths
Executive Vice President, Head of Retail Distribution
Citizens Bank
Simon Griffiths is the head of Distribution, which includes Retail Channel (branch network), Network Transformation, Licensed Banker program, Branch Operations and Administration, Sales and Service Administration and Sales Performance Management. Simon also serves as a member of the Citizens Executive Leadership Group. Most recently, Simon served as managing director of the branch network at Santander Bank. In the 15 years before joining Santander, Simon held a variety of consumer banking leadership roles. While at JP Morgan Chase, he was National Head of Branch Administration and managed a broad portfolio of functions across the Consumer and Wealth organizations. Areas of responsibility included Branch Policy and Procedure, Branch Contact Center, Program Management, Consumer and Wealth Management Training, Branch Resiliency, Branch Field Operations, Change Management and Branch Communications. While at Washington Mutual he was senior group product manager for home equity, leading pricing strategy and product strategy. He also led and managed strategy and six sigma operational excellence programs. A native of London, Griffiths completed his undergraduate degree at the University of Sheffield, Sheffield, UK and went on to study Law at the York College of Law, York, UK. He is also a graduate of CBA Retail Banking and has completed Black Belt Lean Six Sigma certification.
Doug Sprecher
Doug Sprecher
Senior Branch and ATM Strategy Vice President
First Citizens Bank
Doug Sprecher serves as Senior Vice President, Client Experience and Branch Strategy with Raleigh-based First Citizens Bank, which has a network of more than 500 branch offices across 21 states. He spent his early career in both credit and sales roles and is passionate about customers, and about creating value for them. His team is responsible for branch distribution strategy, branch transformation, customer facing process improvements and the bank’s VOC program. A native of Charlotte, N.C., he earned his bachelor’s degree from the University of North Carolina at Chapel Hill and his MBA from the Bryan School at the University of North Carolina at Greensboro. When he’s not working, Doug can be found running, reading, or following the Tar Heels with his wife Gail and their three daughters.
Stephen Griffin
Stephen Griffin
SR VP Retail Distribution Strategy
Regions
Stephen Griffin is a Senior Vice President at Regions Bank and manages the Retail Network Strategy / Sales and Staffing Analytics Group. He began his banking career in 1992 and has 25 years of retail banking experience. Stephen has worked in various roles including branch management, branch operations, incentive management, data management, analytics and reporting management, along with his current role of managing the retail network distribution and market plans, sales analytics and the branch staffing model. His current role involves establishing a proper network for branches and ATMs, including De Novo, rationalization and optimization, physical design, new branch technology, aligning with digital partners and physical site selection. He also manages sales analytics for best practices and trends, staffing models for proper alignment in the retail locations and retail goals. Stephen is a 1992 graduate of The University of Alabama with a degree in Corporate Finance as well as a graduate of the CBA Graduate School of Retail Bank Management at the University of Virginia in 2004.
Ben Hopper
Ben Hopper
Vice President, Retail Strategy and Transformation
First Tennessee Bank
Ben Hopper oversees Consumer Delivery and Strategy for First Tennessee. In this capacity, Ben is dedicated to collaborating across business lines to help First Tennessee’s retail franchise achieve growth and profitability by merging old traditions with new customer preferences. His responsibilities include strategy development for distribution and transformation of the physical network, workforce management and staffing, and proactive sales and service productivity in support of First Tennessee’s retail teams across the southeast. Ben is also focused on setting the strategic roadmap for the evolution of customer engagement including deployment of digital tools and automation in the branches and inter-connectivity of all delivery channels to drive an integrated customer journey. Ben has led top sales teams in the financial services industry for over 10 years prior to his current position and uses that frontline experience to drive employee satisfaction and success in strategic initiatives.
Anne Witherspoon
Anne Witherspoon
Senior Vice President
Texas Capital Bank
Anne Witherspoon is an Executive Vice President and the Director of Client Onboarding and Service Delivery at Texas Capital Bank. Anne has an MBA from Texas A&M International University and a BBA from Texas Tech University. She holds several professional certifications including Certified Treasury Professional (CTP), Certified Client Experience Professional (CCXP), Accredited ACH Professional (AAP) and Project Management Professional (PMP). She serves as the Treasurer of the Board of Directors of ePayAdvisors, and as the Vice President of the Board of Directors of Fine Arts Chamber Players. She is a member NACHA’s Rules and Operations Committee, the Arbitration Board and the Rules and Enforcement Panel, and also serves on The Payments Institute Board of Regents.
Chuck Frederick
Chuck Frederick
Director of Retail and Small Business Banking
Midland States Bank
Billie Jo Cardenas
Billie Jo Cardenas
Vice President of Retail & Marketing
USE Credit Union
Joseli Wright
Joseli Wright
Retail Banking Strategy Assistant Vice President
SECU of MD
Joseli Wright is AVP, Retail Banking Strategy/Member Experience at SECU Credit Union, Maryland’s largest Credit Union with $3.2 Billion in Assets. Over twenty years of financial services industry experience in retail banking strategy, retail network transformation, organizational development, sales and service, engagement, ATM, ITMs, retail store distribution, branding and customer experience. She has led SECU’s transformation from traditional teller delivery to Interactive Teller machines. She holds a Master’s Degree in Human Resources and a Bachelor’s Degree in Organizational Development. Joseli completed Harvard’s Design Thinking & Darden’s Challenge of Transformational Leadership Certifications and is currently pursuing her CCXP Certification.
Alana Toy
Alana Toy
Branch Transformation Manager
Synovus
Alana Toy is the Retail Transformation Manager in Synovus’s Retail Bank Management space and has been in the banking industry for ten years. Her experience spans everything from running a branch with a few employees to overseeing an entire area and managing several. Throughout her decade of experience in banking, she’s worked on special projects such as revamping the onboarding process and training curriculum for branch managers. Before becoming a banker, Alana worked in retail clothing for more than ten years, where she managed popular retail stores like Victoria’s Secret and Wet Seal, first as a store manager, and later a district manager, where she spearheaded the opening of store locations across the country. Alana grew up in a military family and has lived in 13 states. She attended the University of Colorado Boulder, where she received her Bachelor’s in Education.
Karen Serinis
Karen Serinis
Executive Vice President
Canandaigua National Bank
Ms. Serinis is an Executive Vice President at Canandaigua National Bank, an Upstate NY community bank that has been established since 1887. CNB has consistently been listed in the American Banker’s published lists of top-performing banks, this year ranking #27 nationally in the $2B-$10B asset class based upon ROAE. Her responsibilities include Retail Banking and Corporate Marketing. She has over 30 years of sales, marketing and management experience, all of which have been in the financial services industry. Karen joined Canandaigua National Bank & Trust in 1997, and had served as Senior Vice President of Retail Banking, which included management of the branches, the Call Center, Business Development Officers and Personal Bankers. In 2011, as Executive Vice President, her responsibilities were broadened to include Corporate Marketing in addition to Retail. Ms. Serinis received her Bachelor of Science degree in Accounting from St. John Fisher College and went on to her MBA from Rochester Institute of Technology.
Todd Morrill
Todd Morrill
Senior Vice President- Manager, Treasury Special Projects
Texas Capital Bank
Todd Morrill is a Senior Vice President and Manager of Branch Banking for Texas Capital Bank. Over the past 16 years at Texas Capital Bank, he has managed multiple customer-facing projects. His focus on delivering significant improvements to the client and user experience, while incorporating project management methodology produces a successful end result for the client, the Bank, and employees. His favorite book is The Five Dysfunctions of a Team.
Rik Kielbasa
Rik Kielbasa
Chief Digital Officer
Truliant Federal Credit Union
Rik Kielbasa is Chief Digital Officer at Truliant Federal Credit Union; a North Carolina based Credit Union chartered in 1952 with over $2 billion in Assets. More than twenty years of financial services industry experience and currently responsible for organizing, planning and directing the strategic activities and direction of the following areas: Digital Member Experience, Innovation, Member Contact Center, Deposit Administration, Card Services, ATM and Electronic Fraud Management. Led design and implementation of credit union wide member centric service and sales strategy, process and infrastructure. Awarded Presidents Technology Award for the design and implementation of credit union sales CRM solution to provide 360 degree view of member relationships, profile, interactions and opportunities. Led branch network through a 15 branch De Novo expansion that prototyped the organizations vision of the “Branch of Tomorrow”. Mr. Kielbasa holds a Master’s Degree in Business Administration and a Bachelor’s Degree in Business Administration.
Randy Bresee
Randy Bresee
Vice President of Member Experience
Rivermark Community Credit Union
Randy brings a passion for member experience in empowering employees to create “Raving Fans for Rivermark”. By creating member loyalty, Randy moves his team forward in employee development and he supports the digital and physical delivery channels that supports and enhances the member experience. Randy worked in the Credit Union industry for over 20 years prior to coming on board with Rivermark in 2011 and currently holds the positon of Vice President Member Experience. He has a degree in Business Administration and is an active volunteer in a variety of local community organizations.
Rene Alfaro
Rene Alfaro
SVP, Financial Center Network Leader
Broadway Bank
Rene Alfaro has over 20 years of financial service experience and most recently has been involved in branch transformation, cash automation and Universal Banker adoption at Broadway Bank. He has held management positions in operational leadership and sales management. He is currently Senior Vice President over the Customer Service Center and the banks 36 Financial Centers. He is an agile leader with proven success in team development and change leadership.
Jeremy  Deamer
Jeremy Deamer
Manager, Branch Systems Development
America First Credit Union
Jeremy Deamer has worked for America First Credit Union for 14 years. He started his career as a teller and loan officer before moving into back office systems helping to support the teller transactional systems. In 2008 he helped to oversee the implementation and creation of a new Teller system tat AFCU including the creation of real time check scanning, pin pad integration for preview and approval, cash machine integrations and many operational efficiencies in various business processes. He currently serves as the Manager of Branch Systems Development and oversees the Credit Unions Loan Origination System and Teller Transactional Systems. The last two years he has been overseeing and implementing another AFCU first the “America First Innovation Center” which opened in June of last year. This unique space offers AFCU membership a voice in shaping their financial future.
Donald Peaks
Donald Peaks
SVP – Chief Experience Officer
First Commerce Credit Union
Kris  King
Kris King
Vice President – Retail Operations
WSECU
VP of Retail Operations for WSECU, a credit union with 2.6 billion in assets recently ranked by Consumer Reports Magazine as 12th highest in the nation and the highest in Washington State. Previously Kris spent 16 years at Mountain America Credit Union where he worked with branches, sales, and employee engagement. Kris’s experience includes working with top organizations including American Express and Goldman Sachs. He is most passionate about the ever evolving financial retail environment.
Lisa Leeper
Lisa Leeper
SVP/Branch Operations
Tinker Federal Credit Union
Professional Bio: • Employed with Tinker Federal Credit Union since Feb 1982 and current title is SVP/Operations – Manage 31 Branches, Call Center, Specialized Accounts • Graduate of Credit Union National Administration Management School – Southwest - 2000 • Obtained a Master in Human Relations / Human Resources Management – University of Oklahoma – 2000 • Obtained a Master in Business Administration – Oklahoma City University – 2008 • Obtained a Master in Christian Ministry – Mid America Christian University – 2017 • Committee Member – National Juntos Avanzamos Program / Community Development Credit Unions (CDCU) • Committee Member – International Relations, Cornerstone Credit Union League
Krystal Adams
Krystal Adams
VP of Member Experience
Tuscon Federal Credit Union
Krystal currently holds the position, Vice President of Member Experience for Tucson Federal Credit Union. She graduated from St. Mary’s College with her Bachelors in Business Management. She began her career in the financial industry 24 years ago holding positions from front line retail, call center management, Treasury Management Sales, Mortgage Origination and Business Lending. Her responsibility with TFCU is to continue to look for transformational change in delivery of services through technology and exceptional member service. TFCU was first to market in Arizona with ITM technology and she lead the project. Krystal gives back to her community by serving on several non-profit boards such as AVIVA Children’s Services, Make a Wish and American Youth Soccer Organization. She is supported by her loving family including her husband Mike of 15 years and three beautiful children.
Kari  Solomonson
Kari Solomonson
Vice President, Retail Team Leader
People's State Bank
Kari “landed” in the banking industry 31 years ago after graduating from Luther College with a B.A. Degree in Elementary Education. Teaching jobs (and jobs in general) were sparse, so when a teller position was available she jumped at the opportunity. Kari advanced within the banking field into various supervisory and management roles. The challenges that Kari faced as a woman and single mom within the workplace are what compelled Kari to mentor within her organization and volunteer extensively in her community toward causes that empower and uplift women. Kari has served as an international student mentor and advisor to several young women in the Northcentral Technical College program. She also has held roles on advisory boards and as instructor for the Wisconsin Bankers Association. Kari is Chair of the United Way Women in Action group along with several other women’s advocacy groups in the Wausau area. Kari was recently honored with the 2016 ATHENA Leadership Award from the Wausau Region Chamber.
Jared Freeman
Jared Freeman
CEO
ASE Credit Union
Began working in the credit union movement at the age of 16 as a part-time teller. From there, had experience in managing branches, loan underwriting, specialized lending, and branch design. For the last 2 years, I have had the pleasure of serving as the CEO of ASE Credit Union. Last year, we launched an aggressive campaign to open ten new branch, in new markets, in three years. In the last twelve months, we have opened three new branches utilizing interactive teller machines. These new branches are staffed with only four FTEs and are completely self-supported.
Carson L'Appetito
Carson L'Appetito
Chief Operating Officer
SunWest Bank
Mr. Lappetito serves as the COO of Sunwest Bank and its parent company H Bancorp. Prior to the formation of H Bancorp, he served as Vice President of Hovde Private Equity Advisors where he was responsible for analyzing and valuing investment opportunities as well as assisting portfolio companies with M&A, investment management and ALCO. Prior to Hovde, Mr. Lappetito was a senior analyst and product manager at Darling Consulting Group, where he was responsible for advising a wide range of community banks on asset liability management, valuation, risk management and strategic planning. Mr. Lappetito graduated from Bates College with a Bachelor of Arts degree in Economics and Political Science with a minor in Mandarin Chinese.
Terri  Baker
Terri Baker
Director of Retail Operations
Oregon Community Credit Union
Terri Baker is Director of Retail Operations for Oregon Community Credit Union (OCCU), the second-largest, state-chartered credit union in Oregon. She is responsible for oversight of OCCU’s retail branches and member contact center. Terri has more than 20 years experience in the financial industry, specializing in mortgage lending. She has been with OCCU since 2005. A role model for OCCU’s commitment to make a difference in the community, Terri is a Rotarian and current President of the Delta Rotary Foundation Board. She has served on numerous boards supporting children’s charities in the community. When Terri isn’t busy with work or community service, you can expect to see her running lots of miles with her two rescue dogs.
David Puente
David Puente
Assistant Vice President Branch Administration
FirstMark Credit Union
David Puente is a Regional Director who firmly believes positive relationships are the building blocks to a successful team and company. He is a San Antonio native who began working at Firstmark Credit Union right out of High School-which was a LONG TIME AGO. There were big plans for him to go into the tech world but that quickly changed when he developed a new passion. A passion that included improving the financial well-being of his institution members. With encouragement from his leaders, he moved quickly through the institution’s ranks of branch and lending positions to become a highly engaged leader. In his free time, he enjoys the outdoor life of camping with the indoor luxuries of a travel trailer. With one son, five daughters and a wife of twenty years, indoor luxuries makes for happy campers for him and his family. His educational background includes a B.S. from the University of Phoenix with a certification in Crucial Conversations. which he uses to facilitate learning sessions for non-profits and management basic courses at Firstmark Credit Union.
Elizabeth Zilis
Elizabeth Zilis
Assistant Vice President Relationship Banking Support Manager
Countryside Bank
Ryan Jenkins
Ryan Jenkins
Next Generation Catalyst
Next Generation Catalyst
I am a Millennial keynote speaker and author. I equip organizations and leaders with the next generation leadership, branding, and communication skills needed to thrive in today’s multi-generational marketplace. My mission is to help leaders become tomorrow’s leaders today. As a result, I speak and write on the fundamental shifts the Millennials (Generation Y) are causing in the areas of leadership, communication, technology, work culture, and branding. Other topics covered are productivity, change, and social media. I also have a podcast called, “Next Generation Catalyst Podcast” where I cover similar topics by interviewing some of today’s top thought leaders. 5 years ago I began researching, collaborating with industry experts, and interviewing 100s of Millennials to better understand their behavior, strengths, employer expectations, and career desires. This lead me to write the book, “The GenEdge: Leveraging Millennials With A Next Generation Mindset,” which empowers leaders to think different about the emerging generation in order to capitalize on their size and unique skills. Now I share my insights from the stage where I have spoken alongside fellow thought leaders from iconic brands like MTV, Facebook, and Uber for the last 7+ years. I also share my insights as a contributor for Business 2 Community, Firmology, and Socialnomics, on my blog and podcast. When I’m not speaking and writing, I am frequently misspelling words in text messages, attempting to become an average golfer, and religiously cheering on the Denver Broncos with my wife, Ashley, and yellow labrador, Bauer, from our home in Atlanta, GA.
Steve  Langley
Steve Langley
Senior Vice President Member Services, Chief Retail Officer
Schools Financial Credit Union
Steve Langley has been part of the credit union movement for over 25 years. He currently holds the position as Senior Vice President/Chief Retail Officer for Schools Financial Credit Union in Sacramento California where he is responsible for the oversight of all retail business to include Branches, Call Centers, Special Services, Investment and Insurance Services, Facilities and Member Services Support. In this capacity he is responsible for the daily operations as well as the strategic direction for growing all lines of business. Steve is a dynamic public speaker who frequently speaks at industry conferences and workshops. Steve enjoys sharing his philosophy of providing ‘extraordinary service while at the same time building strong sales cultures’ throughout the credit union movement. Steve is the former Chair of the CUNA Operations, Sales and Service Executive Committee and a member of the CUNA Executive Council. He currently services on the CUNA ‘Creating Awareness’ Committee. Steve was recently appointed as the ‘Honorary Vice Wing Commander’ at Travis Air Force Base where he will serve over the next year. He has a bachelor’s degree in education from Southern Illinois University and a Master of Arts degree in organizational leadership and human resources from Chapman University. Steve is also a 2003 honors graduate from the Western CUNA Management School and has served on the faculty of Chapman University. Finally, Steve was recently selected by CUNA as the Operations & Member Experience Professional of the Year – 2017. He was chosen from more than 1000 industry professionals.
Veronica Maxey
Sr. Manager, Branch Sales and Member Experience
University Federal Credit Union
Mike Tippets
Mike Tippets
Vice President Of Media Services And Solutions
Hughes Network Systems, LLC
Mike Tippets is vice president of the Hughes Global Media Group, a product and solution division of Hughes. Mr. Tippets assumed this position in January of 2010 and in this capacity he is responsible for the development of managed services, software applications and other solutions based on Hughes digital media products and technologies.
Jeffrey Baker
Jeffrey Baker
President, CCO
Image4
Founder and CEO of Image 4, Jeff leads a fantastic, award-winning team of strategists, creatives and craftspeople in conceiving, fabricating and deploying Immersive Branded Environments for clients in the Financial Services, Boutique Retail and Institutional markets. With a background in design and training in engineering, Jeff’s ability to align right and left-brain people, institutions and methodologies helps Image 4’s clients achieve integrated, authentic brand experiences in the built environment. It’s About the Experience
Joel is Chief Operating Officer at The MSR Group, a full-service market research company specializing in customer experience measurement, brand awareness, and advertising and creative testing. Joel has over 20 years’ experience in market research and customer experience consulting. In addition to his work with award-winning banks such as Bank of the West, Huntington National Bank, and Rabobank, Joel has supported many national brands such as Starbucks, Victoria’s Secret, Subway, FedEx, Chick-fil-A, Walgreens, Hallmark, and PetSmart. Joel provides clients with direction and solutions to increase customer and employee loyalty, brand advocacy, and financial performance. Joel received both his doctorate and master’s degrees from Tulane University and a BA from Washington University in St. Louis. He has presented at numerous conferences and has co-authored articles in several organizational research publications.
Marco  Magnini
Marco Magnini
Senior Manager, Distribution Cost Transformation SME
Accenture
Marco is a Senior Manager in Accenture FS who focuses on Accenture Distribution & Marketing Services for Financial Services clients across North America as well as globally. Marco has relevant experience in distribution and advisory model transformation for FS in a 13 years’ management consulting career.
Karla  Bednar
Karla Bednar
Managing Director, North America Distribution & Branch Transformation Lead
Accenture
Karla Bednar is a Managing Director with 14+ years’ experience partnering with leading US financial services companies to architect and deliver strategic transformations, focused on branch and selfservice banking. Karla currently manages Consulting sales and delivery as part of the Distribution and Marketing practice. Karla is responsible for the growth and strategic direction of Accenture's business at several large NA Banks with expertise in Digital, Branch, Contact Center and Core technologies and focused on the new IT agenda.
Sean Keathley
Sean Keathley
President
Adrenaline
As President of Adrenaline, Sean brings a wealth of experience from the worlds of Marketing, Business Development, Management and Client Relations. Sean’s leadership ultimately integrates all of Adrenaline’s retail disciplines, from strategy and planning to design and implementation. His expertise lies in project development for retail design and brand enhancement projects that accelerate growth and build sustainable competitive advantage for our clients.
Gina Bleedorn
Gina Bleedorn
Chief Experience Officer
Adrenaline

As Executive Director of Adrenaline, Gina leads Brand Experience Strategy for clients and the agency. Her areas of focus include brand and marketing strategy, retail environments and holistic experience solutions. Adept in both traditional and interactive design, Gina has delivered outstanding brand and environmental solutions for financial institutions and retailers around the country.

Michael  Allen
Michael Allen
Founder
Allen International
Michael is the founder of allen international and has grown the company to be the world leader in financial services for branding, digital and retail design. Having now been involved in over 350 bank projects over 25 years in all five continents. Michael and the team at allen international can bring unparalleled experience to digital and physical branch transformation projects.
Arthur Gilmore
Arthur Gilmore
President & CEO
Gilmore Group
Visionary brand designer Arthur Gilmore has more than 30 years of experience managing major design programs for leading banks around the world. His expertise and cross-industry experience in strategy development, design ideation, big-picture thinking, and design execution has helped bolster numerous companies to higher profitability. Mr. Gilmore has held executive positions at Henry Dreyfuss Associates, Teague, and Interbrand. He has worked with clients in multiple industries including: Bank of America, Santander, Capital One, Wells Fargo, Wachovia, American Airlines, Johnson & Johnson, BMW, Honda, Disney, Heinz, Walgreens, and many others.
John McKenna
John McKenna
Vice President of Business Development
Kiran Analytics
John McKenna leads business development for Kiran Analytics in the US. He leads the teams that deliver Kiran’s predictive analytics driven branch transformation and workforce optimization solutions to retail banks. Prior to joining Kiran, Mr. McKenna held leadership positions in several financial services companies. He served as the President of PayCommerce — an innovative open payments network. McKenna also served as President of ETP, Electronic Transactions Partners. Prior to that, McKenna was Senior Vice President of Harland Clarke where he led the national sales division. His broad executive leadership experience includes rapidly growing sales as well as completing successful business transformations. Prior to his civilian career, McKenna served as an officer in the U.S. Marine Corps.
Joe Gnorski
Joe Gnorski
Vice President, Sales - Latin America & Marketing – Americas
Glory
Over the past 11 years Joe has served Glory in senior executive sales and marketing roles. He is currently serving as the Vice President of Sales for Latin America and is responsible for Marketing and Sales Operations within Glory’s Americas business where he runs all sales support activities including product management, marketing communications, training, professional services and strategic initiatives. Along with being interviewed and quoted by numerous industry publications, Joe has spoken at many banking industry events on the topic of using technology to transform retail banking. Joe has an MBA in Management and Masters of Science in Marketing from Loyola University Chicago.
Andrew Hovet
Andrew Hovet
Director
Novantas
Andrew Hovet has more than 25 years experience in the financial services industry working for both banks and advisory firms. At Novantas, Andrew assists clients with their distribution network challenges – balancing the traditional focus on physical distribution with the importance of leading digital capabilities in the face of changing customer preferences. Andrew has demonstrated success in helping clients optimize their retail branch networks and is leading the development of Novantas’ digital banking practice area. During his banking career, Andrew led teams across the breadth of retail delivery channels, including retail and small business sales, contact center sales and service, and digital strategy and operations. Andrew is a frequent presenter at industry conferences including CBA Live and American Banker on topics including customer experience, sales performance and digital banking. Prior to joining Novantas, Andrew served in leadership roles at IBERIABANK, Capital One, and Accenture. Andrew holds a degree in Applied and Engineering Physics from Cornell University.
Alex Lee
Alex Lee
Director, Distribution Solutions
Novantas
Alex Lee is a senior product and content manager in physical network planning, and serves as the Director of Distribution Solutions at Novantas. Alex has over 11 years of experience supporting retail banks to solve a wide range of analytically driven problems including: price optimization, customer segmentation and targeting, multi-channel customer behavior analysis, as well as a wide range of topics across the physical and non-physical distribution space. Alex’s work focuses on delivering data, models and tools that provide clients with leading edge insights into network planning and optimization functions, helping analysts and retail strategists utilize practical strategic frameworks and data to make smarter decisions about the network. These results are delivered through Novantas’ StrataScape™ platform, a web-based software solution that Alex has led the development and enhancement of for the last 7 years. Alex received his BA in Applied Mathematics and MA in Statistics from Harvard University.
Reginald  Jones
Reginald Jones
Director of Sales and Solutions
Samsung Electronics
Reg Jones is the sales director leading the development and implementation of sales strategies and solutions across financial services, federal government, and public safety verticals at Samsung Electronics America. In this role, he is responsible for driving tactics to enhance the overall effectiveness of the sales team. He leads the strategy for these regulated industries, c-suite engagement, and alignment across sales initiatives. Reg is based in New York at 837, which is the newest flagship customer experience center for Samsung. Reg has been focused on growing the enterprise business for Samsung across Fortune 500 companies since joining the company in 2011. Reg was previously based at Samsung headquarters in South Korea for four years. There he led the global account management team for financial services and pharmaceutical companies with the Mobile Communications Division, as well as led consulting engagements with the Samsung Global Strategy Group. Prior to Samsung, Reg was a Director of Business Development for NBC Universal in New York. He graduated with an MBA from the University of Virginia Darden School of Business and with a BA from the University of Virginia.
Robert  O'Dwyer
Robert O'Dwyer
Industry Principal- Logistics
Kronos
David Pitt
David Pitt
Global Board Director
Principle
Kevin Steel
Kevin Steel
Principal- Retail Banking
Kronos
Kevin has been developing and selling workforce management solutions to banks for over 25 years. Earlier this year he joined the Kronos team as a Retail Banking Expert.
Matt Lilya
Matt Lilya
Vice President of Business Development
Ventus Global Network Solutions
As VP of Business Development for Ventus, Matt Lilya helps financial institutions achieve complex networking and connectivity goals. Bringing his extensive business development experience to key verticals in finance and retail, Matt retains a genuine passion for taking care of clients and finding the best solution to meet their needs
Len Gaulin
Len Gaulin
Senior Account Executive
Ventus Global Network Solutions
Len Gaulin is a Senior Account Executive for Ventus with over 30+ years’ experience selling comprehensive networking solutions to distributed enterprises. With a core focus on national retail banks and financial institutions, Len has helped some of the largest banking institutions in North America achieve their strategic networking and communications goals
Elizabeth Robillard
Elizabeth Robillard
Event Director
Future Branches
As an Event Director at Worldwide Business Research, Elizabeth oversees the organization of four business conferences per year. Conference organization includes conducting extensive phone research with 60+ industry experts per event, using call notes to compile a three day conference program that encapsulates top research takeaways, confirming a roster of 40-50 industry leading speakers for each program, working with our marketing team to write effective copy for all outbound marketing messages, coordinating with sales and logistics teams to ensure the best possible onsite experience and prepping for and running the live event. Most recently, she has taken over conference production for WBR’s customer experience vertical, which includes planning and executing the flagship event Next Generation Customer Experience- a cross industry event that attracts 400 CX practitioners yearly as well as the Future Branches conference, an event for retail banking and credit union innovators. Prior to serving as event director, Elizabeth was assisting the events department with industry research and planning and executing industry webinars for WBR Digital. She currently lives in New York City.

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Want to see who spoke previously? Check out the link below.

View 2017 Speakers